GWA
Gratus Wealth Advisors’s DuPont de Nemours DD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $807K | Sell |
11,772
-260
| -2% | -$17.8K | 0.12% | 68 |
|
2025
Q1 | $899K | Sell |
12,032
-384
| -3% | -$28.7K | 0.15% | 63 |
|
2024
Q4 | $947K | Sell |
12,416
-72
| -0.6% | -$5.49K | 0.15% | 64 |
|
2024
Q3 | $1.07M | Buy |
12,488
+770
| +7% | +$66.2K | 0.18% | 55 |
|
2024
Q2 | $933K | Buy |
11,718
+338
| +3% | +$26.9K | 0.16% | 58 |
|
2024
Q1 | $837K | Buy |
11,380
+5,348
| +89% | +$393K | 0.15% | 66 |
|
2023
Q4 | $464K | Buy |
+6,032
| New | +$464K | 0.09% | 88 |
|